Warren Prehmus is a financial advisor at BIP Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. He is also the owner of WPREHMUS, LLC, an entity created to manage business expenses and income. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and manages both discretionary and non-discretionary portfolios, including private pooled investment vehicles and covered-call strategies.

Thomas Gay is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Purshe Kaplan Sterling Investments, Dasher & Padgett Financial Advisors, Inc., Invest Financial Corp., and Merrill. Gay also serves as Secretary on the board of the Kiwanis Club of Dougherty County, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with both internal and third-party portfolio management, offering discretionary and non-discretionary account options through a network of investment adviser representatives.

Patrick Dotts is a financial advisor at RFG Advisory, LLC in Alpharetta, GA. He holds a Series 65 designation and has over 13 years of industry experience, including a long tenure at Soliant. RFG Advisory serves a diverse client base ranging from individual and high-net-worth investors to retirement plans and select institutional clients, offering a range of investment advisory and planning services. The firm employs a primarily discretionary investment approach that includes model portfolios, direct indexing, and access to alternative investments, while also acting as a sub-adviser to multiple ETFs and serving municipal and investment company clients.

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Michael Sava is a CFP®-certified financial advisor at Synovus Securities, Inc. in Alpharetta, GA, with 25 years of industry experience. His prior roles include positions at Merrill, FirsTrust LLC, and Wiser Wealth Management, among others. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs portfolio management through discretionary and non-discretionary programs on the Envestnet platform, using client risk tolerance to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor at Gibbs Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and several other firms. Outside of his advisory role, he is also involved in the sales of Medicare Supplement policies. Gibbs Wealth Management provides discretionary investment advisory services primarily through advisor-directed Model Management programs that utilize third-party platforms and strategists to manage model portfolios for individual and high-net-worth clients.

Patricia Koehn is a financial advisor with The Strategic Financial Alliance, Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is president of Koehn Financial Group, a marketing services business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, with a majority of assets managed on a non-discretionary basis.

John Richter Jr. is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including TD Ameritrade, Charles Schwab, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed portfolios overseen by an internal investment management team, with additional support from third-party managers and sub-advisers.

Kelly Gallimore is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 65 designation and has worked at Merit Financial Advisors since 2015, after four years at Ronald Blue & Co., LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed sleeves and model portfolios, supported by an internal investment management team and external sub-advisers.

David Randall is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill. Outside of finance, he provides baseball instruction to young clients through his own business, David Randall Baseball Lessons. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and third-party models, and provides specialized services such as retirement-plan consulting and alternatives access.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Ryan Ledden is a CFP® with 14 years of industry experience, currently affiliated with RFG Advisory, LLC. He previously worked at Silver Oak Securities Inc for 12 years and has been involved in financial advisory roles since 2013. Outside of his advisory work, Ledden serves as a paid head coach for a travel baseball team and is a board member of a nonprofit ministry. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, access to alternative investments, and acts as a sub-adviser to multiple ETFs.

Ralph Brooks Jr. is a CFP® professional with 16 years of experience in the financial services industry. He currently serves at Kingsview Wealth Management, LLC and previously spent 15 years with Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management services utilizing a blend of in-house strategies, third-party managers, and alternative investments.

Hugh Bishop Jr. is a Series 65 credentialed advisor at Alphastar Capital Management with one year of industry experience. His prior work includes roles at BAB Group, LLC, BJM Employer, Inc., and Brumlow and Company. Alphastar Capital Management serves individual clients, corporate and business clients, and retirement plans with discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing various investment vehicles and technology tools.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at LPL Financial, LLC and PKS Investments. Outside of his advisory work, he is an equal partner in a real estate development venture through JL3, LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and supports both discretionary and non-discretionary accounts.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

William Stark Jr. is a financial advisor at Howard Capital Management, LLC with seven years of industry experience. He has worked at Howard Capital Management since 2018 and previously spent a year at Maverick and Mavern Consulting and four years at the University of Georgia. He holds a Series 65 designation. Howard Capital Management serves a diverse client base including individual and institutional investors, trusts, and charitable organizations. The firm uses proprietary tactical indicators and model portfolios, often implemented through its own mutual funds and ETFs, to provide discretionary portfolio management and private wealth services.

Daniel Harmeyer is a CFP® with 31 years of experience in the financial services industry. He currently works at Simplicity Wealth and Retirement Income Specialists, LLC and has held prior roles at firms including Fisher Investments and Valic Financial Advisors, Inc. He is also the owner of Retirement Income Solutions, LLC, a business focused on life insurance and annuities. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers customizable model portfolios with ongoing monitoring, utilizing technology and operational support for advisers alongside its managed account platform.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.